MWA

MFA Wealth Advisors Portfolio holdings

AUM $426M
1-Year Est. Return 11.29%
This Quarter Est. Return
1 Year Est. Return
+11.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$356M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$588K
2
+$584K
3
+$576K
4
KLAC icon
KLA
KLAC
+$536K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$502K

Top Sells

1
+$1.04M
2
+$705K
3
+$455K
4
ANSS
Ansys
ANSS
+$431K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$426K

Sector Composition

1 Technology 5.99%
2 Consumer Discretionary 3.62%
3 Financials 2.63%
4 Industrials 1.94%
5 Energy 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$808K 0.23%
3,595
-180
52
$795K 0.22%
5,964
+248
53
$721K 0.2%
6,928
-47
54
$716K 0.2%
21,150
55
$715K 0.2%
11,868
+2,078
56
$686K 0.19%
4,745
+1,125
57
$643K 0.18%
8,788
+4,829
58
$640K 0.18%
1,795
+728
59
$588K 0.17%
+1,940
60
$538K 0.15%
2,365
-66
61
$502K 0.14%
+6,489
62
$499K 0.14%
21,629
-274
63
$486K 0.14%
16,565
64
$485K 0.14%
3,468
-161
65
$478K 0.13%
1,596
-68
66
$471K 0.13%
+2,767
67
$459K 0.13%
+2,400
68
$457K 0.13%
+5,792
69
$423K 0.12%
+3,001
70
$419K 0.12%
+2,897
71
$415K 0.12%
8,380
+1,020
72
$391K 0.11%
+1,501
73
$385K 0.11%
+2,700
74
$385K 0.11%
840
-45
75
$361K 0.1%
5,000
-2,000
1 2
3
4